Meritage Portfolio Management’s United States Oil Fund USO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,500
Closed -$245K 344
2024
Q3
$245K Hold
3,500
0.02% 312
2024
Q2
$279K Hold
3,500
0.02% 301
2024
Q1
$276K Hold
3,500
0.02% 303
2023
Q4
$233K Hold
3,500
0.02% 318
2023
Q3
$283K Hold
3,500
0.02% 290
2023
Q2
$222K Hold
3,500
0.02% 323
2023
Q1
$233K Hold
3,500
0.02% 288
2022
Q4
$245K Hold
3,500
0.02% 282
2022
Q3
$228K Hold
3,500
0.02% 274
2022
Q2
$281K Hold
3,500
0.02% 257
2022
Q1
$259K Buy
+3,500
New +$259K 0.02% 293
2020
Q2
Sell
-3,500
Closed -$118K 227
2020
Q1
$118K Buy
+3,500
New +$118K 0.02% 182